Advisor at Madison Avenue Securities, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Madison Avenue Securities, LLC
Location
Bernardsville, NJ 07924
Credentials
Series 63, Series 65
Industry experience
7 years
Christopher Budd is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Madison Avenue Securities since 2021 and previously held roles at Equity Services, Inc., Cornerstone Financial Partners LLC, and Wealth Shield Financial, where he remains active. Outside of advisory roles, Budd is involved with Wealth Shield Financial LLC, which engages in the sale and service of fixed insurance products. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of account platforms and employs multiple investment approaches across discretionary and non-discretionary accounts.
Based on Madison Avenue Securities, LLC
Fixed fee financial planning services ranging from $1,000 to $5,000; annual financial plan fees from $2,000 to $5,000 or more.
Commissions received on sales of securities products; commissions vary and are separate from advisory fees.
Financial consulting services at $300 per hour ($250 for Kansas residents), fees may be discounted.
Account minimum: $10,000
150 Morristown Rd, Suite 201
Bernardsville, NJ 07924
New Jersey
Madison Avenue Securities, LLC
2021 - Present (5 years)
Equity Services, Inc.
2018 - 2021 (3 years)
Wealth Shield Financial
2017 - Present (9 years)
Cornerstone Financial Partners LLC
2017 - 2023 (6 years)
Fairleigh Dickinson University - Intramural Program
2016 - 2017 (1 year)
Morris County Golf Club
2016 - 2016 (1 year)
Picatinny Arsenal Golf Club
2013 - 2018 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Madison, NJ
Hanley Capital Management, LLC
Series 63, Series 65
Randolph, NJ
Calrivan Wealth Management
Series 63, Series 65
Springfield, NJ
Purple Dog Investments LLC
Series 63
Long Valley, NJ
Tango Capital Management, LLC.(Tcm)
Series 65
Bridgewater, NJ
GA Advisors LLC
CFP®, Series 63, Series 65
Morristown, NJ
O'Dowd Asset Management LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")